Send an Email Only When a Checkbox Is Checked

Sometimes you only want to send an email when the user asks for it, a classic example being a "Send a copy to me" checkbox. With Conditional Logic on the Email Task, the email runs only when the checkbox is ticked. No PHP, no separate forms, just one condition.

Run the Email Only When the Checkbox Is Ticked

To send the email conditionally, follow the steps below:

  1. Go to Components → Convert Forms → Forms and edit your form.

  2. Open the Tasks panel and create or edit the Email Task you want to gate. Configure the To, Subject, and Body as usual, for instance set To to {field.email} so the copy goes to the submitter.

  3. Scroll down to the Conditional Logic section and enable Run this task when certain conditions are met.

  4. Click Add your first condition.

  5. Set the condition so it matches a ticked checkbox:

    • Trigger Value: the checkbox field, e.g. send_copy.
    • Operator: Is Not Empty (a checkbox stores a value only when it's checked, so "not empty" means "ticked").

    Send the email only when the checkbox is checked

  6. Give the task a title, enable it, and click Save. Save the form.

Now the Email Task runs only when the user ticks the checkbox; on submissions where it's left unchecked, the task is skipped. For the full rundown of operators and combining several rules with condition groups, see Conditional Logic in the Tasks guide.

More Conditional Examples

The same approach powers many other rules. Swap the field and operator to fit your case:

  • To alert your sales team only for larger enquiries, add a condition on a number field, set the operator to is greater than, and enter a value such as 1000.
  • To send an email only when a dropdown has a particular value, add a condition on that field with the is operator and the option you're checking for. If you'd rather route the message to different recipients depending on the dropdown, see Send Email Based on Drop Down Selection.
  • To send a different message to each audience, create a separate Email Task for each one and give it its own condition. See Send Different Emails to Different Recipients.

Troubleshooting

  • The email never sends. Make sure the condition references the checkbox by its correct field name and uses Is Not Empty. If a checkbox is required (always ticked), the condition will always pass, which may not be what you want.
  • The email always sends. Confirm the Conditional Logic toggle is enabled on the task; a configured-but-disabled condition is ignored.
  • Still stuck on delivery? See Troubleshooting Email Delivery.
Last updated on Jun 17th 2026 17:06